Financial Services Executive

Company: Skymoon Assets Care Private Limited Employment Type: Full-Time Location: Chennai, TN About the Company Skymoon Assets Care Pvt. Ltd. is a growing financial services organization dedicated to helping clients build, manage, and protect their wealth. We offer solutions in mutual funds, loans, insurance, and financial planning with a strong focus on integrity, transparency, and customer satisfaction. Role Overview We are looking for a dedicated Financial Services Executive who will manage and promote our Mutual Fund, Loans, and Insurance portfolio. The ideal candidate should be customer-centric, financially knowledgeable, and capable of guiding clients in making informed financial decisions. Key Responsibilities Mutual Funds Understand and recommend suitable MF schemes based on client goals and risk profile Assist clients with SIP, Lumpsum investments, redemptions, and portfolio reviews Maintain client investment records and follow SEBI-compliant procedures Track market trends and AMC updates Loans Handle Home Loans, Personal Loans, Business Loans, and other lending products Liaise with banks/NBFCs for loan processing, documentation, and approvals Understand client requirements and suggest best loan options Maintain leads, follow-ups, and closure status Insurance Promote Life, Health, Term, Motor, and General Insurance policies Conduct needs analysis and recommend suitable coverage Assist in policy renewals, claim support, and documentation Ensure IRDAI guidelines compliance Client Relationship Management Build and maintain strong relationships with new and existing clients Provide regular updates, reminders (SIP, premiums, loan EMIs) Ensure high customer satisfaction and long-term engagement Operations & Compliance KYC verification and documentation handling Maintain accurate records in CRM/management systems Ensure all processes follow SEBI, AMFI, RBI, and IRDAI regulations Prepare daily/weekly activity and performance reports Skills & Qualifications Minimum 1–3 years of experience in Financial Services (Mutual Funds/Loans/Insurance) Strong knowledge of investment products and financial planning Good communication and client-handling skills Ability to meet sales targets and deliver consistent performance Proficiency in MS Office, CRM tools